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Disclosery

Atria Investments, Inc: FR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on FR, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 6,894 FR shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,894 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $410,486.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,748 shares
    Change vs previous 13F +1,776 shares

    <0.01% of the 13F portfolio, value $413,729.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,972 shares
    Change vs previous 13F +427 shares

    <0.01% of the 13F portfolio, value $287,624.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,545 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $260,301.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,578 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $235,613.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,487 shares
    Change vs previous 13F -5,373 shares

    <0.01% of the 13F portfolio, value $215,940.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 9,860 shares
    Change vs previous 13F +1,466 shares

    0.01% of the 13F portfolio, value $532,042.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 8,394 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $420,788.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).